LUNCH AND LEARN!

Join us for a review of customizing the description text for Posting Rules. Older Epicor versions use "Periodic Posting Process" as the description for many GL transactions. We will show an overview of steps that you or CodaBears can take to give you more meaningful text for these descriptions. Some newer versions of Epicor have better descriptions shown but those can be customized too! Take this time to get a peek into the possibilities that exist for customizing Posting Rules.

Do you need to have another set of eyes on your Epicor Financial situation? Join CodaBears to learn how approach a financial review, regarding GL's, AP and AR. We will train for Best Practices in Epicor and show you the overview to get started with CodaBears and how to strengthen your Epicor Financial system.

You've worked hard to put the data into the General Ledger and your Trial Balance looks correct. Let's use the Financial Report Designer to summarize all that information into a traditional income statement for the current month and year to date. Want to compare the numbers to the budget? We can do that as well or as a year over year comparison. Come join us for this informative session!

This report will pull in ending balances for a certain period and report them in a traditional Balance Sheet format. You can get a snapshot of your Balance Sheet to make sure your Assets equal your Liabilities and Equities. We add up the Net Income and add in to the report to make sure we BALANCE! Come and have some fun developing this report. It will save you time and energy!

How to track R&D efforts using Project Management in Epicor. We will cover the management of expenses and jobs related to R&D projects, with a focus on tracking through various modules like Document Management, Time & Attendance, Reporting & Analytics, and Compliance. This structure helps streamline R&D operations, ensuring accurate tracking and reporting for financial credits and compliance requirements, ultimately supporting more efficient research and development efforts within a business.

In this Lunch & Learn, we'll dive into essential Manufacturing Clean Up Processes for system management. Learn how to streamline Purchasing, Jobs, Orphaned WIP, Labor, and Inventory to ensure smooth operations. Join us to keep your manufacturing processes efficient and error-free!

Join this Lunch & Learn to explore Finance Clean Up Processes for effective system management. We'll cover essential tasks to keep AR, AP, GL, Bank Statements, Customer Credit, Batches, and GL WIP running smoothly. Ensure your financial operations are streamlined and error-free!